See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,241 | $40,522+352.2% | $84,611+116.6% | $67,579+171.2% |
| Participation rate | 98.5% | 51.1%+47.4pp | 68.2%+30.2pp | 71.3%+27.2pp |
| Annual return | 28.89% | 32.72%-3.8pp | 258.74%-229.9pp | 378.56%-349.7pp |
| Employer contribution / active EE | $14,195 | $1,146+1138.4% | $2,652+435.2% | $2,148+560.9% |
| Participant deferral / active EE | $0 | $2,132-100.0% | $3,899-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $4,912-100.0% | $142-100.0% |